SMAX
iShares Large Cap Max Buffer Sep ETF
SMAX
SMAX
37 hedge funds and large institutions have $82.1M invested in iShares Large Cap Max Buffer Sep ETF in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 15 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
-9
Holders Change %
-19.57%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
11
Reduced
17
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
JLBC
J.L. Bainbridge & Co
Sarasota,
Florida
|
+$29.5M |
| 2 |
CFC
Client First Capital
San Diego,
California
|
+$4.68M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$2.38M |
| 4 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$2.04M |
| 5 |
JPMorgan Chase & Co
New York
|
+$999K |
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$20.9M |
| 2 |
BlackRock
New York
|
-$9.26M |
| 3 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$2.72M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$1.73M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
RWPA
51
Richard W. Paul & Associates
Novi,
Michigan
| – | -$832 | -33 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$25 | -1 | Closed |
|